TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$19.4M
3
+$12.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.2M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.97M

Top Sells

1
+$8.63M
2
+$3.19M
3
+$3.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.02M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.71M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$185K ﹤0.01%
939
+1
652
$185K ﹤0.01%
2,330
-302
653
$184K ﹤0.01%
1,387
+41
654
$183K ﹤0.01%
365
-14
655
$182K ﹤0.01%
7,239
-547
656
$181K ﹤0.01%
2,688
+566
657
$181K ﹤0.01%
3,871
+1,121
658
$180K ﹤0.01%
173
-25
659
$179K ﹤0.01%
4,098
660
$179K ﹤0.01%
4,106
-2,256
661
$178K ﹤0.01%
2,580
-331
662
$176K ﹤0.01%
2,627
-230
663
$176K ﹤0.01%
4,133
+351
664
$175K ﹤0.01%
1,363
+853
665
$174K ﹤0.01%
1,083
-2,962
666
$173K ﹤0.01%
66
667
$172K ﹤0.01%
2,046
-95
668
$172K ﹤0.01%
1,636
+638
669
$171K ﹤0.01%
1,411
-278
670
$169K ﹤0.01%
2,977
+1,286
671
$169K ﹤0.01%
1,376
+801
672
$169K ﹤0.01%
+2,156
673
$167K ﹤0.01%
5,277
-45
674
$167K ﹤0.01%
956
675
$166K ﹤0.01%
1,020
-2,419
25 26
27
28 29